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June PMIs Show Patchy Global Recovery With US Broad Growth and UK Construction Collapse

Easing oil-driven input costs lower inflationary pressure, complicating central-bank choices on interest rates.

Overview

  • S&P Global’s final US composite PMI rose to 51.9 in June, with all seven major sectors expanding and the broadest private-sector growth since November 2025.
  • The ISM non-manufacturing PMI slipped to 54.0 in June but its employment measure rebounded to 51.2 after three months of contraction, signaling steady hiring in services.
  • The S&P UK construction PMI remained deeply in contraction at 38.4 in June, with the industry cutting jobs for an 18th straight month and housebuilding recording its sharpest fall in 2026.
  • Canada’s services sector returned to contraction with S&P Global’s services PMI at 47.1 and the composite index falling below 50, while Nigeria’s private sector expanded overall even as manufacturing output fell and employment rose for a 13th month.
  • Survey reports from South Africa and others showed a marginal PMI recovery and a notable easing in input-cost inflation after mid-June oil price declines, a shift that reduces near-term price pressure but leaves demand and sector gaps that could shape policy and hiring decisions.